Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
24
Number of overlapping holdings
24.5%
% of IYG's 102 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.1% | 8.0% | 8.0% |
|
BANK OF AMERICA CORP | 5.0% | 7.8% | 5.0% |
|
WELLS FARGO & CO | 3.6% | 7.3% | 3.6% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 8.4% | 2.9% |
|
MORGAN STANLEY | 2.3% | 8.1% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 15.1% |
|
VISA INC. CLASS A | 8.2% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% |
|
S&P GLOBAL, INC. | 3.1% |
|
JPMORGAN CHASE & CO | 3.1% |
|
AMERICAN EXPRESS CO | 2.8% |
|
BLACKROCK INC | 2.4% |
|
BLACKSTONE GROUP LP/THE | 2.1% |
|
SCHWAB (CHARLES) CORP | 1.8% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% |
IYG Underweight Relative to KBWB
|
MORGAN STANLEY | -5.7% |
|
GOLDMAN SACHS GROUP INC | -5.5% |
|
STATE STREET CORP | -4.0% |
|
M & T BANK CORP | -4.0% |
|
FIFTH THIRD BANCORP | -3.9% |
|
BANK OF NEW YORK MELLON CORP | -3.7% |
|
WELLS FARGO & CO | -3.7% |
|
HUNTINGTON BANCSHARES INC | -3.6% |
|
REGIONS FINANCIAL CORP | -3.6% |
|
TRUIST FINANCIAL CORPORATION | -3.3% |